MONEY MATTERS

MONEY MATTERS of MINNETONKA, MN is an SEC-registered investment adviser (CRD 121795). Regulatory assets under management: $24.6M.

Registration

• CRD: 121795
• Type: Registered investment adviser
• Location: 12800 WHITEWATER DRIVE, MINNETONKA, MN, 55343-9347
• Phone: 952-935-0707
• Latest filing: 2026-03-31
• Regulatory AUM: $24.6M
• Non-discretionary AUM: $24.6M
• Clients: 2
• Accounts: 105

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121795 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search